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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Robert Knoll (CRD# 4004328) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 10 years of experience in the finance industry.
Kostas Koufidis (CRD# 4057585) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 24 years of experience in the finance industry.
David Perrone (CRD# 4659966) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Metuchen, NJ and has over 8 years of experience in the finance industry.
Mary Pucciarelli (CRD# 1352751) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 17 years of experience in the finance industry.
Joseph Reilly (CRD# 2346932) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 25 years of experience in the finance industry.
Kathleen Reilly (CRD# 6505708) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 7 years of experience in the finance industry.
Robert Scrabis (CRD# 2110430) is an Investment Advisor Representative working at Commonwealth Financial Network in Metuchen, NJ and has over 25 years of experience in the finance industry.
Thomas Shepherd (CRD# 4512250) is an Investment Advisor Representative working at Investment Partners Asset Management in Metuchen, NJ and has over 21 years of experience in the finance industry.
Daniel Sopher (CRD# 1254823) is an Investment Advisor Representative working at Lpl Financial LLC in Metuchen, NJ and has over 27 years of experience in the finance industry.
Daniel Sopher (CRD# 6056626) is an Investment Advisor Representative working at Lpl Financial LLC in Metuchen, NJ and has over 7 years of experience in the finance industry. Daniel Sopher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.